Baron Wealth Management’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,022
| Closed | -$352K | – | 217 |
|
|
2024
Q2 | $352K | Hold |
7,022
| – | – | 0.18% | 89 |
|
|
2024
Q1 | $355K | Hold |
7,022
| – | – | 0.19% | 92 |
|
|
2023
Q4 | $358K | Buy |
7,022
+53
| +0.8% | +$2.71K | 0.2% | 81 |
|
|
2023
Q3 | $335K | Buy |
6,969
+50
| +0.7% | +$2.41K | 0.21% | 81 |
|
|
2023
Q2 | $347K | Buy |
6,919
+47
| +0.7% | +$2.36K | 0.22% | 75 |
|
|
2023
Q1 | $348K | Buy |
6,872
+31
| +0.5% | +$1.57K | 0.25% | 71 |
|
|
2022
Q4 | $339K | Buy |
+6,841
| New | +$339K | 0.26% | 70 |
|